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Philadelphia Estate Planning Council

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  • October 2019 Luncheon Program

October 2019 Luncheon Program

  • Tuesday, October 22, 2019
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102


(depends on selected options)

Base fee:


"Sustainable Investing"

Casey Jojic, Head of Sustainable Investing Solutions at UBS Global Wealth Management, will define sustainable investing, discuss the growth of global trends and speak to the evolution of this philosophy. As high-net worth individuals and institutional investors continue to align their social goals & mission statements with their investment goals, Casey will discuss how environmental, social and governance factors play a critical role in this planning process.

She will also discuss several examples of companies that successfully and unsuccessfully incorporated material non-financial data into decision making and the impact it had on shareholder value.

Casey Jojic is an Executive Director and the Head of Sustainable Investing Solutions for Wealth Management USA at UBS, where she is responsible for driving product implementation strategy. In this role, she leads field engagement efforts to drive education and awareness around sustainable investing and leads program management efforts to build out and grow the firm's SI platform. Prior to this, she held various chief of staff and business management roles across the firm, primarily in the Wealth Management USA Banking Group. Casey spent 7 years working at Merrill Lynch prior to joining UBS.

Casey graduated from Lehigh University with a dual degree in Finance and Economics, and received her MBA from NYU's Stern School of Business. She has her Series 7 and Series 63.  

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Click here to download a printable registration form

This meeting is being sponsored by

$5 additional charge for walk-in registrations at the door without pre-registration.  No-shows will be billed. No refunds after October 18, 2019.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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